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Internship Cfa Candidate Jobs (NOW HIRING)

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

The ideal candidate will be intellectually curious, service-minded, detail-oriented, and interested ... the CFA designation preferred. * Internship or professional experience in wealth management ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

The ideal candidate will be intellectually curious, service-minded, detail-oriented, and interested ... the CFA designation preferred. * Internship or professional experience in wealth management ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

The ideal candidate will be intellectually curious, service-minded, detail-oriented, and interested ... the CFA designation preferred. * Internship or professional experience in wealth management ...

United Airlines

$44.50/hr

Description At United, we offer internships, co-ops, and full-time opportunities for early career ... Must be a candidate for master's degree in Business Administration (MBA) graduating in Winter 2027 ...

Mesirow Financial

Investment Consultant

Chicago, IL · On-site

$70K - $120K/yr

The ideal candidate thrives in a fast-paced, dynamic environment and is eager to develop a broad ... CFA designation or progress towards CFA designation preferred. * 1 - 5 years' experience in ...

Mesirow

Investment Consultant

Chicago, IL · On-site

$70K - $120K/yr

The ideal candidate thrives in a fast-paced, dynamic environment and is eager to develop a broad ... CFA designation or progress towards CFA designation preferred. * 1 - 5 years' experience in ...

City National Bank

Portfolio Analyst

Irvine, CA · On-site

$65K - $104K/yr

... internship experience considered; internal mobility candidates highly desired and encouraged ... Commitment to pursue CFA; level one candidate * Proficient in basic computer software tools, e.g ...

City National Bank

Portfolio Analyst

Irvine, CA · On-site

$65K - $104K/yr

... internship experience considered; internal mobility candidates highly desired and encouraged ... Commitment to pursue CFA; level one candidate * Proficient in basic computer software tools, e.g ...

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Internship Cfa Candidate information

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$2.1K

$6.4K

$7.8K

How much do internship cfa candidate jobs pay per month?

As of Sep 13, 2026, the average monthly pay for internship cfa candidate in the United States is $6,439.50, according to ZipRecruiter salary data. Most workers in this role earn between $4,416.67 and $7,666.67 per month, depending on experience, location, and employer.

What is an internship CFA candidate?

An Internship CFA Candidate is a student or recent graduate who is pursuing an internship in finance, investment, or related fields while also working towards their Chartered Financial Analyst (CFA) designation. This means they have enrolled in or passed at least Level I of the CFA exam and are gaining practical experience to complement their studies. Such candidates are often sought after by employers for their commitment to the finance profession and their strong analytical skills. Their internships typically involve tasks such as financial analysis, research, and supporting investment decisions. This combination of academic and practical experience helps prepare them for a successful career in finance.

How does an internship for CFA candidates typically integrate with study schedules and exam preparation?

Internships for CFA candidates are often designed with the understanding that interns are balancing both work responsibilities and rigorous exam preparation. Employers in the finance industry may offer flexible schedules during critical study periods or provide access to resources such as study materials and peer study groups. Interns are encouraged to communicate their exam timelines with their supervisors, who are usually supportive and accommodating. This structure not only helps candidates manage their workload effectively but also allows them to apply theoretical knowledge from their studies to real-world financial analysis and projects.

What are the key skills and qualifications needed to thrive as an internship CFA candidate, and why are they important?

To thrive as an Internship CFA Candidate, you need strong analytical skills, a solid grasp of financial principles, and enrollment in or completion of CFA Level I. Familiarity with financial modeling tools, Excel, and platforms such as Bloomberg Terminal is highly valued, and progress in the CFA program is often required. Standout candidates demonstrate attention to detail, eagerness to learn, and effective teamwork and communication abilities. These skills and qualities enable interns to contribute meaningfully to financial analysis tasks and adapt quickly within fast-paced finance environments.

What are popular job titles related to Internship Cfa Candidate jobs?

For Internship Cfa Candidate jobs, the most frequently searched job titles are:

Equity Research Analyst Intern - Summer 2027

Minneapolis, MN • On-site

Thrivent
Insurance Services • 5 - 10K employees
Learn more about Thriventexternal

Full-time

Medical

Posted 10 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Our top-rated summer internship program is designed to give college students meaningful work experience in specific functions, providing a deeper understanding of the processes of a Fortune 500 financial services organization. The program offers interesting challenges, valuable experience, and an opportunity to get to know Thrivent. This 12-week internship is a key piece of Thrivent's entry-level talent program to ensure a strong talent pipeline to meet the needs of the organization now and into the future. As an Equity Research Analyst Intern at Thrivent, you'll gain hands-on experience supporting the investment research process while learning from experienced portfolio managers, traders, and senior research analysts.
During the internship, you'll help research companies and industries, organize financial information, follow market news and earnings updates, support financial model and valuation work, and prepare draft summaries or research materials. You may also join meetings, earnings calls, and internal discussions to learn how investment insights are developed and shared across the team.
This internship is based in Thrivent's Minneapolis Investments office and is a great fit for students who are curious, analytical, collaborative, and eager to learn. We welcome candidates who have demonstrated coursework in the field of asset management and/or securities analysis or minimum of 1 summer of relevant professional investment experience. Relevant experience may include full-time investment professional work, academic investment research analyst work, or internships.
DUTIES & RESPONSIBILITIES:
Research, Analysis, and Investment Decision Support
  • Assist senior analysts with company and industry research using established templates and guidance
  • Collect and organize financial statements, SEC filings, earnings reports, and key performance indicators (KPIs)
  • Monitor daily news flow, earnings releases, and market developments relevant to covered companies
  • Build, update, and maintain financial models and valuation tools under analyst direction
  • Keep databases, dashboards, and valuation metrics current for tracking company and sector performance

Communication, Collaboration & Reporting
  • Prepare draft reports, presentations, and summaries based on analyst input
  • Support creation of earnings previews, post-call notes, and sector updates using standard formats
  • Assist in preparing materials for internal discussions and client presentations
  • Participate in meetings, earnings calls, and conferences primarily to capture information and update research files
  • Provide timely updates and organized data to enhance team research flow
  • Contribute observations from monitored news and KPIs to support investment discussions

Leadership Competencies
  • Contribute to a high-performing team, supporting a culture of shared accountability, operational excellence, and partnership across the organization
  • Meet your performance objectives while acting consistent with Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes
  • Support an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Support a culture that represents the Thrivent purpose, promise, and values, ensuring that Thrivent's trust and reputation remain strong with its clients.

QUALIFICATIONS & SKILLS:
Required:
  • Experience: Demonstrated coursework in the field of asset management and/or securities analysis or a minimum of 1 summer of relevant investment professional experience
  • Education: High academic achievement in a rigorous bachelor's curriculum, with a preference towards finance, business, economics, engineering, data science, or related discipline
  • Knowledge: General understanding of investment research analyst work
  • Collaboration: Ability and eagerness to work effectively in a team environment
  • Mindset: High level of intellectual curiosity and a continuous learning approach to gain investment industry knowledge
  • Technical Skills:
    • Intermediate proficiency in Microsoft Office Suite
    • Strong Excel skills
  • Organizational Skills: Strong time management, attention to detail, and ability to prioritize tasks
  • Analytical Skills: Strong problem-solving and analytical capabilities
  • Communication: Excellent written and verbal communication skills
  • Adaptability: Ability to work under pressure and manage multiple priorities while meeting tight deadlines
  • Ethical: Adheres to high ethical standards and maintains confidentiality of sensitive information

Preferred:
  • Master's degree in finance, economics, business administration, or a related field, or Chartered Financial Analyst (CFA) designation
  • Proficient with FactSet, Bloomberg, and/or artificial intelligence tools
  • Internship experience in equity research or financial services

Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market-competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this full-time role is $45.00 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors, including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Pay Transparency
The following benefits may be offered for roles working 20 or more hours per week: medical insurance; Sick and Safe Time; paid company holidays, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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